Edelman Financial Engines vs SmartDollar

Compare and evaluate Edelman Financial Engines vs SmartDollar based on data from reviews, publicly available sources, and thousands of searches run on Shortlister’s app sign up for a free account.

Edelman Financial Engines offers Financial Coaching, Financial Education, Personal Investment Advisors to companies with 0 employees. SmartDollar offers Financial Education, Cash Flow & Budgeting, Financial Coaching to companies with 3,600,000 employees.

The information in these side-by-side comparisons can be used to help your company make the best choice for its employees.

Product Description

Edelman Financial Engines

-

SmartDollar

SmartDollar’s highly-trained coaches are available to help employees uncover the root problems that lead to poor financial decisions, help employees... Show More

Min. Group Size

Edelman Financial Engines

5,000 eligible

SmartDollar

2 eligible

Lives Serviced

Edelman Financial Engines

-

SmartDollar

1,100,000

Product Specific Features

Edelman Financial Engines

✓

Financial health assessment

✓

One-on-one financial coaching - In-person

✓

Goal setting and tracking

✓

One-on-one financial coaching - virtual

✓

Mentor/Coach matching

✓

On-site group workshops

✓

Budget tool

✓

Cashflow tool

✓

Contest and reward management

✓

Benefits management

✓

Accredited financial coaches

✓

Debt management counseling

✓

Courses administration

SmartDollar

✓

Financial health assessment

Not offered

One-on-one financial coaching - In-person

✓

Goal setting and tracking

✓

One-on-one financial coaching - virtual

✓

Mentor/Coach matching

✓

On-site group workshops

✓

Budget tool

✓

Cashflow tool

Not offered

Contest and reward management

Not offered

Benefits management

✓

Accredited financial coaches

✓

Debt management counseling

✓

Courses administration

Features

Edelman Financial Engines

✓

Global Capabilities

SmartDollar

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

✓

SSAE 18 / SOC Audit(s) Performed

✓

3rd Party Integrations

Official Resources

Edelman Financial Engines

SmartDollar

Media

Edelman Financial Engines

SmartDollar

About

Edelman Financial Engines

Momentum by Edelman Financial EnginesTM is a workplace financial wellness platform that combines industry-leading 401(k) investment advisory capabilities with a... Show More

SmartDollar

Our founder and CEO, Dave Ramsey, is America’s trusted voice on money and business. In 1992, Ramsey started providing financial... Show More

Founded

Edelman Financial Engines

1986

SmartDollar

Established in 1992

Location

Edelman Financial Engines

Boston, MA

SmartDollar

Franklin, TN

Employees

Edelman Financial Engines

SmartDollar

70

Funding Summary

Edelman Financial Engines

Not Provided

SmartDollar

None

Website

Competitors

Edelman Financial Engines

-

SmartDollar

-

Reviews

Edelman Financial Engines

0.0 (0)

SmartDollar

4.4 (11)

Star Featured Review

Tom Roesler

January 8, 2021
Short of in-person classes, where going through learning as a group, this is a best-in-class product. It allows individuals (or... More
Star Featured Review

Kimberly Earnest

December 9, 2020
Great product. We've been using it for three years and have had a lot of success with our employees making... More
Show All Reviews

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